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Intellicents Investment Solutions Inc

EST. AUM
$9,916,675,227

CONTACTS
8

CLIENT ACCOUNTS
8,280

Firm Details

Metro area Minneapolis
CRD Number 107498
Website intellicents.com
Client types

Overview

Intellicents Investment Solutions Inc is an SEC-registered RIA located in Albert Lea, Minnesota, managing approximately $7.36 billion in advisory assets (both discretionary and non-discretionary). Founded in 1996, the firm specializes in retirement plan consulting, participant education, wealth management for individuals, and employer-sponsored plan advisory. Its services extend to HSA and VEBA consulting, sub-advisory arrangements, and a proprietary wrap-fee program—intellivest™—that bundles advisory services and investment trading.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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